Curran Financial Partners’s Vanguard Industrials ETF VIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.79M	Sell	12,134 -2,138	-15%	-$694K	0.68%	32
2025 Q4	$4.26M	Buy	14,272 +132	+0.9%	+$39.2K	0.81%	32
2025 Q3	$4.19M	Sell	14,140 -529	-4%	-$153K	0.83%	33
2025 Q2	$4.11M	Buy	+14,669	New	+$3.79M	0.91%	29
2025 Q1	–	Sell	-15,510	Closed	-$3.95M	–	105
2024 Q4	$3.95M	Buy	15,510 +155	+1%	+$41.2K	1.04%	29
2024 Q3	$3.99M	Sell	15,355 -38	-0.2%	-$9.3K	1.13%	29
2024 Q2	$3.62M	Sell	15,393 -24	-0.2%	-$5.72K	1.21%	27
2024 Q1	$3.76M	Sell	15,417 -2	-0%	-$454	1.31%	27
2023 Q4	$3.34M	Sell	15,419 -1,763	-10%	-$355K	1.28%	27
2023 Q3	$3.35M	Sell	17,182 -645	-4%	-$132K	1.46%	26
2023 Q2	$3.66M	Buy	17,827 +511	+3%	+$97.7K	1.59%	25
2023 Q1	$3.3M	Sell	17,316 -2,579	-13%	-$490K	1.57%	26
2022 Q4	$3.63M	Buy	+19,895	New	+$3.56M	1.75%	20
2022 Q2	–	Sell	-31,319	Closed	-$6.09M	–	73
2022 Q1	$6.09M	Buy	+31,319	New	+$6.02M	2.5%	15
2021 Q4	–	Sell	-27,380	Closed	-$5.15M	–	83
2021 Q3	$5.15M	Buy	27,380 +3,063	+13%	+$601K	2.63%	14
2021 Q2	$4.78M	Buy	24,317 +3,445	+17%	+$677K	2.63%	14
2021 Q1	$3.95M	Buy	20,872 +2,708	+15%	+$482K	2.84%	12
2020 Q4	$3.09M	Buy	+18,164	New	+$2.91M	2.65%	13